1. 5 “Quick Fixes” International Local Government and Asset Management Conference Ian Mann CT Management Group

2. Levels of Service

3. Levels of Service Define Services For each Service Outputs
At strategic level
Suggest no more than 20 to 35 services
Summary Details
For each Service
Determine Community and Technical Levels of Service
Determine cost to provide the Levels of Service (10 years)
Outputs
Community Levels of Service to Community
Technical Levels of Service informs Asset Management Plan
Cost to provide Service to Long Term Financial Plan

4. WOMBAT COUNCIL – SERVICE PLAN (SUMMARY OUTLINE)
Council Plan Key Result Area
Program Area
Sub-Program Area (budget area)
Service
Xxxx
Service Description and Purpose (Why do we do it?. What do we do?)
Related Council Plan Strategies
Key Issues/Themes (derived From Community Feedback And Engagement, Future Demand)
(Key directions) ?
Customers
Availability
Accessibility
Financial
Management
Staffing
Programs
Safety
Legislation
Competitors
Infrastructure
Change in demand
Operations
Contracts
Related Planning Documents
Related Policies:
Current Principles for Service Delivery (the rules, guidelines, direction we abide by, utilise to deliver the service, derived from a Service Strategy, officer knowledge, other documents?)
Service Hierarchy/rules of current service delivery
(hierarchy name, what qualifies, what you would expect to find)
Overview of Current Service
Service Provider:
Asset Utilized/No.
Asset Providers
Programs delivered
Current Staffing Levels: (no. and details)
Current Resources: (no. and details)
Core EFTs
Vehicles
Contract Employees
Software
Grant funded/ Temporary Positions
Computers
Trainee Positions
Mobile Phones
Other:

5. Levels of Service
SERVICE PLAN ATTACHMENT NO. 1 – ANNUAL SERVICE REVIEW
Service:
Xxxx
Review Year By
Service Provider
Summary of key Customer Expectations:
COMMUNITY & TECHNICAL LEVELS OF SERVICE & PERFORMANCE REVIEW
Customer Expectation
Indicator
Community Levels of Service
Technical Levels of Service
Community Measure
Target
Current Performance
Technical Measure
Target/Hierarchy
ACTION PLAN Identify any proposed changes to the service delivery, including staffing and resources
Key Theme/Issue
Improvement Opportunity/Action
Responsibility
Cost
Timeframe
Status

6. Cost of Service
SERVICE PLAN ATTACHMENT NO. 2 – ANNUAL OPERATIONAL COSTS FINANCIAL PROJECTIONS
Sub-Program (service):
Xxxx (Better described as a service eg “Transport “rather than asset “road”)
Review Year By
Service Provider
FINANCIAL RESOURCES
Year 1 Budget
Year 2 Budget
Year 3 Budget
Year 4 Budget
Year 5 Budget
Year 6 Budget
Year 7 Budget
Year 8 Budget
Year 9 Budget
Year 10 Budget
Financial Summary:
Rates
Grants Commission
Expenses:
Employee Costs:
Materials & Services
Total Expenses
Revenue
User/Fees/Fines/Contributions
Grants funding
Total Revenue
Total Nett
Capital
Renewal:
Upgrade:
New:
Total Net Capital Cost

7. Valuations

8. Valuation of Assets (Victoria)
Balance Sheet
Green Field
Depreciation
Renewal Demand Calculations
Brown Field

9. What’s In or Out? · Strategic planning reports
Greenfield
Brownfield
·       Strategic planning reports X
·       Project scoping and investigation, valuation reports, planning approvals
·       Demolition Costs
·       Disposal Costs
·       Site Restoration
·       Built up location costs (e.g. Traffic Management)
·       Survey and design
·       Professional fees
·       Site preparation
·       Formation and Earthworks
·       Construction (excluding Formation and Earthworks)
·       Contract payments
·       Council direct costs, wages, salaries, plant hire, materials, on-costs
·       Overheads
·       Supervision
·       Transport, installation, assembly and testing
·       Project Management

10. Why? For long term sustainability Councils need to
Retain a positive underlying surplus over the long term
For most Councils, depreciation is amongst the largest expenditure item.
Maintain the service capacity of their assets
Must retain the capacity to renew assets as they reach the end of their economic life
Renewal funding needs impact on cash flow

11. Contributed Assets

12. Contributed Assets Sources What Developers - Subdivision works
Community Groups – “Rotary Shelters”
Philanthropic Organisations – Contributions towards assets
What
Transfer of physical infrastructure
Contribution of funds
Work “in-kind”

13. Process Must have good processes Assets must be capitalised
To recognise the asset or correctly allocate contributed funds
Assets must be capitalised
Upon handover of asset
Ensure all required information is obtained
Require a policy (green field – balance sheet / brown field - renewal)
Funding contribution
Reserve the funds for the required works
List project in capital works program

14. End Ian Mann Director CT Management Group Mob: 0429 941 435
152 Lt Malop Street
PO Box 1374
Geelong
Ph: (03)